December 2025 Newsletter
A historic shift in global wealth is underway. President Trump’s pro-crypto policies have lit the fuse, and the world is racing into a fully digital economy. Blockchain companies that deliver real transaction speed, efficiency, and utility are rising to the top—and the wealth concentrating in them is accelerating.
It’s already happening in plain sight.
Tether, the largest private stablecoin company, now controls roughly 60% of the entire stablecoin market. In Q3 2025 alone, it bought more physical gold than any single central bank. Their total holdings have reached roughly 116 tonnes and it matches South Korea’s official reserves in the short time it’s been accumulating. They sit among the largest corporate Bitcoin treasuries on earth with ~87,500 BTC. Tether has also moved into South American agriculture and energy. These moves are not trivial as they are the moves of expansion in new financial empires.
Many of these new powers are run by unbelievers who are interested in their own agendas and care nothing about Christ. This is the antithesis of what believers care about. Christians are here in this world to glorify God and to be used to draw more souls to Jesus. These are two diametrically opposing worldviews but…
What if they were to work in harmony for a short season for the sake of the Gospel?
During my vacation in North Carolina over the week of Thanksgiving break, I’ve been spending time studying the book of Isaiah. One passage caught my attention. As I sat meditating and praying through it, I was stunned when I realized that God has in times past concentrated wealth around unbelievers to advance His purpose.
Isaiah 45:1-4
Thus says the LORD to his anointed, to Cyrus, whose right hand I have grasped, to subdue nations before him and to loose the belts of kings, to open doors before him that gates may not be closed: “I will go before you and level the exalted places, I will break in pieces the doors of bronze and cut through the bars of iron, I will give you the treasures of darkness and the hoards in secret places, that you may know that it is I, the LORD, the God of Israel, who call you by your name. For the sake of my servant Jacob, and Israel my chosen, I call you by your name, I name you, though you do not know me.
About 150 years before Cyrus was born, Isaiah prophesied that God would raise up a Persian king named Cyrus to come to the aid of the Israelites. God concentrated power and resources around King Cyrus by opening every impossible path and heaping the secret treasures of the empires upon him. It was all for a very specific purpose: to send God’s people back to Jerusalem to rebuild the temple.
Ezra 1:2-5
Thus says Cyrus king of Persia: The LORD, the God of heaven, has given me all the kingdoms of the earth, and he has charged me to build him a house at Jerusalem, which is in Judah. Whoever is among you of all his people, may his God be with him, and let him go up to Jerusalem, which is in Judah, and rebuild the house of the LORD, the God of Israel—he is the God who is in Jerusalem. And let each survivor, in whatever place he sojourns, be assisted by the men of his place with silver and gold, with goods and with beasts, besides freewill offerings for the house of God that is in Jerusalem.” Then rose up the heads of the fathers’ houses of Judah and Benjamin, and the priests and the Levites, everyone whose spirit God had stirred to go up to rebuild the house of the LORD that is in Jerusalem.
As I reflect on the story, it all seems so crazy to me. God uses a pagan king to crush other nations and gives its treasures to a man that doesn’t even know Him! Then some of Cyrus’ gold ends up in Jewish wagons as the new ruler writes a decree to send them off.
Why would God do this?
So that a tiny, exiled remnant can go home and rebuild a temple most of the world would never even notice.
In other words, God orchestrated global domination for the sake of His seemingly insignificant remnant people.
That’s wild beyond imagination.
Even wilder still is that I believe we are reliving elements of this ancient story in modern times.
It appears that God is using President Trump to ignite (potentially) the greatest acceleration of wealth creation the world has ever witnessed through crypto. At the center of these rising crypto companies stand powerful unbelievers where the world’s wealth is concentrating around them. Unbeknownst to these new elites stand a small group of seemingly insignificant Christians who are positioned to get a cut of that concentrated wealth to accelerate the Gospel to the ends of the earth.
This is what I believe God has positioned the Crypto Exodus community for so that we can play our part in a God-sized plan to reach the nations for Christ.
If God is positioning us to capture this wealth, why has crypto been crashing for weeks?
After prayer, research, and intelligent conversations with Spirit-filled investors, this is the conclusion that I come to: the wealth transfer has already started and the price is not truly reflective of reality.
There are three tiers of wealth in this new ecosystem
- Pioneering companies (Ripple, Stellar, Coinbase, Binance, etc.)
- Early retail investors (you and me)
- Late-arriving institutions with trillions to deploy
The early days of crypto were dominated by retail and this allowed retail to accumulate their positions when prices were very cheap. Meanwhile, institutions were locked out for years because of a lack of regulatory clarity. Now that institutions are entering into crypto, it poses a problem because the institutions will not buy at the top while the early investors bag massive gains.
What’s their solution? Manufacture a prolonged shakeout. This will slowly and steadily instill despair and panic into the retail crowd.
I believe the starting place was the October 10th flash crash and it was an incredibly cunning attack designed to wipe out billions in leveraged positions during a time when retail leveraged traders were anticipating a melt-up. When prices fell, it started a cascade of forced selling. As the drop accelerated, many non-leveraged traders joined in with panic selling, bringing prices even lower.
This provided the opportunity for the big boys to buy at suppressed prices and when retail traders get burned by their losses, they often give up.
Since the flash crash, prices have steadily fallen, slowly tipping the Fear & Greed Index into “Extreme Fear”. Buying into every low during this fear driven sell-off gives the big boys more time to accumulate.
In my opinion, the dips we’ve been observing in crypto for the last month and a half is part of the wealth transfer.
It’s shifting from the hands of panic-driven retail into the hands of the late-arriving institutions. I believe the accumulation phase is nearing it’s end and they’ll cause crypto to move higher once again.
How do we trade what’s coming next?
Here is my opinion on what happens next in crypto. The time frames are my best educated guesses but exact timelines may differ.
– Crypto will move higher into early 2026 from Fed ending QT, Fed rates dropping, and a typical end of year “Santa Claus rally”.
– A major crash follows in the first half of 2026 when economic cracks finally hit. (This will provide a better opportunity for institutions and smart investors to accumulate more).
– Liquidity will then flood the crypto market sometime after a new pro-crypto Fed chair is instituted in late May 2026 and drops rates quickly.
While prices remain suppressed, I would recommend asking God for direction regarding your position size and to accumulate more if you think it’s appropriate.
Before the crash, my recommendation is to set low buy limit orders on XRP, XLM, XDC, ALGO, HBAR, ZBCN, and OXT. If we get a year-end rally with profits, that will be the money used to increase our low buy limit orders. I’ll send more instructions on this later.
I do not recommend putting low buy orders on SHIB or LUNA but to let our sell orders sit until they get executed.
In conclusion, I believe we are in the final weeks of the greatest wealth transfer setup most of us will ever see. The prices might feel painful today, but one day in the near distant future I think we will look back at this time as an opportunity to buy. Seize the opportunity while it presents itself and get in position as the Lord leads you!
May your investing be blessed,
Ron
Current Portfolio & Purchase Prices
XRP: $0.60
XLM: $0.2867
SHIB: $0.0000143
LUNC: $0.0000687
ZNOG: $0.20
OXT: $0.055
ZBCN: 0.0027
XDC: $0.06
ALGO: $0.177
Disclaimer: This information is provided for educational purposes only. Investing in cryptocurrencies carry high risk and may not be suitable for all investors. Please do your own due diligence before investing in cryptocurrencies.
